Peter Appert
Peter Appert
bigger breadth challenge depth finding increase love management market meets run scale
As an investor, I would love to see them increase the scale of this business. They've got the breadth and depth of management to run a bigger enterprise. The challenge is finding a market that meets their standards.
changes common operating pressure realities reflect similar taking tremendous
I think it's a precursor to similar moves. You've got tremendous pressure on operating margins. The changes taking place reflect the new common realities of the industry.
bolster core couple enthusiasm growth home past potential resolution shop strength trend
This is a continuation of the trend that's been in place for the past couple of years. Strength in the company's core growth vehicles, and the potential resolution of the Shop at Home problem, bolster our enthusiasm for the SSP growth story.
backdrop justify positive remain required revenue review
A more positive revenue backdrop will be required to justify a more positive review of the stock. Accordingly, we'd remain on the sidelines.
environment immune industry remains
They're not immune to the industry environment, which remains exceptionally challenging.